Automated task plugin

[Dawid Wrobel]

Hi Jonatan,

> woob doesn't really work as my bank isn't supported and having double
factor authentication, I'm not sure it can work out.

woob certainly does support 2FA/OTP authentication, you should be able to
find plenty examples both real and in documentation.

Also, you may find this interesting:
https://invent.kde.org/office/kmymoney/-/issues/25


On Wed, Jul 27, 2022 at 4:52 AM Jonatan Cloutier via KMyMoney-devel <
kmymoney-devel at kde.org> wrote:

> Thank for the follow-up
>
> Le 2022-07-26 à 15 h 55, Thomas Baumgart a écrit :
>
> Jonatan,
>
> On Dienstag, 26. Juli 2022 04:57:31 CEST Jonatan Cloutier via KMyMoney-devel wrote:
>
>
> Hello, I'm looking at a way of automatically pulling data in my KMyMoney
> files. I already have the source data, but I'm now trying to find a way
> to get it automatically into the KMyMoney file. The main requirement is
> that I would highly prefer not to take manual action from KMyMoney.
>
> Which source format does your data have?
>
> The original src is a bit of anything, mainly web scraping, but might be
> REST API calls as well if I get this working, then I can produce whatever
> format fit my need. As a quick workaround I'm doing csv, but that still
> needs a lot of manual processing to avoid duplicate transaction.
>
> All in all the reason for this is that my bank is getting worse every year
> at producing meaningful ofx files that just need way too many manual fix
> after import (more info available in that feature request:
> https://bugs.kde.org/show_bug.cgi?id=452392 ) and furthermore, there is
> no export feature for loans and investments which are quite cumbersome to
> manually update, in particular the later. And to put a cherry on top,
> exports are limited to 30 days, which I frequently miss the dead line!
>
> woob doesn't really work as my bank isn't supported and having double
> factor authentication, I'm not sure it can work out.
>
> After all that being said, two main questions: 1. Is it possible to run
> a background listener/task in a plugin as described above? 2. Any other
> suggestion on how to script custom data modification automatically?
>
> I don't know how much knowledge of programming in C++/Qt you bring along.
> The background listener is probably not so easy to implement. A way to solve
> your problem might be to construct a KMyMoney statement file in an external
> tool. It's XML formatted and used internally by KMyMoney by all the importers.
> AFAIR, there is a mechanism to start KMyMoney with an importer file as argument
> and it will import it into the last opened KMyMoney file. If KMyMoney is already
> running it will use the so called WebConnect feature to import it into the
> already running process. In any case, you would need to have KMyMoney running
> and this is only supported with a graphical user interface.
>
> So, maybe you can elaborate a bit about your (programming) skills and the operating
> system you are using.
>
> I'm on archlinux, been developing for years mainly in java and pythons but
> do have a bit of experience in c++ and did use QT for some very old project.
>
> I've seen the webconnect features from the main, since it's not limited to
> just the ofx importer I've been thinking that a custom importer could do
> the job, but haven't really thought of using the statement format as it
> doesn't seem documented. But if that enable doing the transaction import
> without modal, I suppose it could work. Closest to documentation I found is
> MyMoneyStatement::read function and its surroundings. I also see that there
> is a write method, is it possible to export in that format? It would just
> be quicker to get all the right xml structure.
>
> I will investigate more on that possibility, might be easier than creating
> a new importer and in the end, I think it could be close to my hopes in
> terms of usability.
>
> Quickly looking at that read method, I do have two questions:
>
> * Are the m_accountId in the statement and in the split required to be
> internal KMyMoney id or they can be inferred like from ofx? I suppose they
> are the internal Id
>
> * Similarly, are both part of the split needed to be filled or is there a
> way in the import that the automatching of paye and categories and
> scheduled transaction would work like an ofx import?
>
> Thanks again.
>


-- 
Best Regards,
Dawid Wrobel
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